Research Analyst (EMEA)

Location
London
Salary
£ Competitive
Posted
Sep 21, 2017
Closes
Oct 21, 2017
Industry Sector
Asset Management
Employment Type
Full Time
Education
Bachelors

Research Analyst – Private Markets

Role Summary

This role is accountable for making recommendations to the rank owner and providing and documenting analysis. Supports broad private markets research (real estate, infrastructure, private equity, real assets, etc.) decision making through management of contacts and analysis.  Emphasis will be given to those that have more expertise in real estate, infrastructure and debt strategies.

The responsibilities of the individual in this position include:

  • Responsible for maintaining deep and rich buy lists of candidate managers for the portfolio managers and consulting clients
  • Develop relationships with third party marketers and industry participants for idea generation
  • Collect, collate and summarize private markets information for review by senior team members
  • Set up and participate in research meetings and calls with high interest candidate managers, and capture findings in database
  • Attend manager and industry conferences in an effort to establish relationships, monitor select managers and generate investment ideas
  • Perform market research for the purposes of helping identify potential environments for investment purposes
  • Provides recommendations to senior team members
  • Documents outcomes of manager meetings
  • Leads manager meetings (as directed by supervisor)
  • Prepares agendas
  • Prepares analysis to support documentation of manager meeting
  • Prepare Sounding Board documents
  • Assist the senior research analysts in monitoring select managers
  • Set up and participate in regular and ad hoc calls with managers for the purposes of monitoring activities and current views regarding the markets in which they are invested
  • Collect and capture manager, fund, company and asset data into proprietary database

The successful candidate will have extensive demonstrable skills and experiences including the following:

  • Graduate with a degree in Finance, Accounting, Economics or related discipline, CFA, CAIA certification preferred 
  • Private markets experience as a portfolio analyst, research associate, research analyst, consulting analyst or intern  
  • Proven analytical, technical, and systems skills
  • Proven ability to explain complex investment topics orally and in writing
  • Self-starter and able to demonstrate initiative 
  • Demonstrated ability to understand and use financial theory and tools
  • Demonstrated ability to think independently and to make an investment case